Clockwork CRM documentation

Finding your way around Clockwork CRM: the sidebar and app drawer, Spotlight search, your dashboard, notifications and your profile.

• Getting around
• Your dashboard
• Notifications
• Your profile
• Holidays and absences
• Custom properties
• File browser
• To do
• Connecting an AI assistant

Settings for the whole of your Clockwork CRM instance: users, teams and permissions, branding, locale and holidays, booking links, domains, the API and webhooks, payments, phone numbers and migrating from another CRM.

• Overview
• Branding
• Users
• Teams and permissions
• Tags and resources
• Sender and tracking domains
• API keys and webhooks
• Zapier
• Communication services
• Subscription information
• Payments
• Plugins
• Instance settings
• CRM migration
• Booking links

Automations that act for you when something happens in Clockwork CRM, or on a schedule: sending email, tagging records, setting fields, creating calendar entries and opportunities, and calling other systems.

• Automations
• Configuring an automation
• Automation runs

Your calendar and your colleagues', the bookings customers make, and the settings for connecting and sharing your calendar.

• Using the calendar
• Bookings
• Calendar settings and sharing

Cases for support requests, complaints, issues or anything else you track to completion: adding and working cases, and setting up the case types and statuses they move through.

• Cases
• Case types and properties

People and companies, the records everything else links back to. Adding, searching and importing contacts, custom properties, merging duplicates and call logs.

• People
• Companies
• Searching contacts
• Finding UK companies
• Importing contacts
• Finding and merging duplicates
• Call logs
• LinkedIn with Voyager

The email client, the mailboxes connected to it, your signatures, and the rulesets that decide what happens to mail as it arrives.

• The email client
• Email accounts and signatures
• Email rulesets

Mailing lists, email templates, bulk email shots and automated sequences, plus the forms, landing pages and website analytics that bring contacts in.

• Mailing lists
• Email templates and merge fields
• Bulk email shots
• Email sequencing
• Forms
• Landing pages
• Website analytics
• Document templates

The products and services you sell, the categories and measurements that describe them, and the tax rates and invoice settings used when they are quoted and invoiced.

• Products and services
• Categories, measurements and tax

Projects, the task lists and tasks inside them, and the time logged against them. Adding a project, working through its tasks, and following progress on the dashboard, board and timeline.

• Projects
• Task lists and tasks
• Time tracking
• Project views
• Task properties

Opportunities and the pipelines they move through. Adding opportunities, quoting for them, working the board and list views, and reporting on what is open and what closed.

• Opportunities
• Pipelines and stages
• Custom properties
• Board and list views
• Dashboard and search

Your team's own knowledge base and the frequently asked questions.

• Knowledge Base
• FAQ